PACKX Mutual Fund

PACKX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
-1.76%
3 Months
-1.31%
6 Months
+3.18%
YTD
+1.22%
1 Year
+2.64%
3 Years (annualized)
+7.77%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PACKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+7.10%
vs Peers
-5.88%

PACKX Mutual Fund Performance

PACKX performance across multiple time periods: 1-month -1.76%, YTD 1.22%, 1-year 2.64%, 3-year 7.77%, 5-year 2.76%, 10-year 3.38%.

PACKX returns trail the peer average of 7.10% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

PACKX vs another fund shows side-by-side returns. PACKX alternatives are available in the Mutual Fund Screener.